ubs, steven nicholas, and good to have you on the program, everybody. let's kick it off with you, what are you looking at tomorrow? 30 seconds on the clock. >> well, if you're watching emerging markets, look out for brazil industrial production tomorrow morning at 8:00 a.m. probably mark the 12th straight month of contracting ip, going back to last september. this probably is most importantly for growth but also let's keep in mind policies. in short, we think you're probably going to need a very strong rebound in industrial activity for brazil if it abandons the easy monetary policy or the currency war effort. >> all right. thank you so much. and kevin, you're up, 30 seconds on the clock. what do you want to look at when that opening bell sounds? >> well, the leader has been the u.s. consumer. you have to watch auto sales here in the united states. we're expecting a number of something like 14.4, 14.5 million units at an analyzed rate. we're also going to get data out of china in terms of services data. and i think ultimately the data that's going to re